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VanEck Intermediate Muni ETF

148 hedge funds and large institutions have $1.21B invested in VanEck Intermediate Muni ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 47

0.77% more ownership

Funds ownership: 34.11%34.88% (+0.77%)

0% more capital invested

Capital invested by funds: $1.21B → $1.21B (+$3.2M)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 150148 (-2)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
15
Increased
54
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$47K +$47.2K +1,000 New
AWM
127
AllSquare Wealth Management
New York
$43K
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$42K
PO
129
Private Ocean
California
$40K
SWM
130
SeaCrest Wealth Management
New York
$35K
LFG
131
LifePlan Financial Group
Ohio
$31K +$30.7K +650 New
GRP
132
Global Retirement Partners
California
$28K
IWM
133
IHT Wealth Management
Illinois
$26K
FANJ
134
Financial Architects (New Jersey)
New Jersey
$24K -$5.38K -114 -18%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$24K
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$47 +1 +0.2%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$12.4K +$12.5K +265 New
AC
138
Avestar Capital
New York
$12K
BC
139
Bartlett & Co
Ohio
$12K
MGIA
140
Moneta Group Investment Advisors
Missouri
$8K +$6.42K +136 +544%
ACS
141
Archford Capital Strategies
Illinois
$7K +$6.56K +139 New
HFP
142
Holistic Financial Partners
Indiana
$6K
FRA
143
Front Row Advisors
California
$6K +$1.04K +22 +22%
AF
144
Advisornet Financial
Minnesota
$4K
PA
145
Parallel Advisors
California
$3K
EWM
146
Endurance Wealth Management
Rhode Island
$2K
TFA
147
Transamerica Financial Advisors
Florida
$1K -$67.9K -1,438 -99%
AFNAS
148
American Financial Network Advisory Services
California
$446 -$468K -9,906 -100%
PWG
149
Private Wealth Group
Florida
-$4.24M -87,987 Closed
RJFSA
150
Raymond James Financial Services Advisors
Florida
-$3.14M -65,204 Closed

ITM Hedge Fund Activity: Q1 2018 in Review

148 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VanEck Intermediate Muni ETF (ITM) for Q1 2018, worth a combined $1.21B — up 0.27% from $1.21B a quarter earlier.

Fund positioning in ITM was balanced in Q1 2018: 15 funds opened new positions, 15 closed out, 54 added to existing stakes and 47 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $29.5M. The largest seller was Royal Bank of Canada, cutting an estimated $15M.

  • 148 institutional investors held VanEck Intermediate Muni ETF (ITM) as of Q1 2018, down from 150 in Q4 2017.
  • Funds reported $1.21B of VanEck Intermediate Muni ETF stock for Q1 2018, up 0.27% quarter-over-quarter.
  • 15 funds opened new VanEck Intermediate Muni ETF positions in Q1 2018 and 15 closed out, a net change of 0 holders.
  • The largest VanEck Intermediate Muni ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $29.5M added.
  • The largest VanEck Intermediate Muni ETF seller in Q1 2018 was Royal Bank of Canada, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2018.